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Quickbooks Integration with Act! CRM

Seamlessly integrate your Act! & QuickBooks

Take your Business to the next level of efficiency by seamlessly linking your CRM and accounting data together. Keystroke's new Qsales for Act! (formerly QSales Data) links your Act! and Quickbooks applications together to eliminate double-entry and make your Act! users more productive and informed.

accountingandcrm-blogpost

 Qsales displays your QuickBooks transactions within Act!

Prioritize sales activities. Access sales performance. Predict sales results.

  • Link contact records between Act! and Quickbooks
  • Get a global view of all customer transactions in Act!
  • Synchronize Contact field updates between Act! and Quickbooks
  • Create QB Customers from Records in Act!
  • Create Quickbooks Invoices, Estimates, Sales Orders and Sales Receipts from Act!
  • Convert Act! Opportunities to professional looking quotes or into QB Transactions
  • View Quickbooks Sales Transactions, as well as the last 5 Years of Sales Totals in Act!
  • View Past Due Balance information and Last Invoice Date in Act!, and be alerted of overdue accounts with a toolbar notification
  • Data resides in Act! fields so your Act! users won’t need access to QB to view Sales Data in Act!
  • All Data Synchronizes out to Act! Remote Databases
  • Improved custom table functionality allows you to group & calculate transactions in Act!
 

View QB Transactions from within Act!

We add a QB Transactions Tab to Act!. This is one of the most powerful features of the Qsales product. You can give you Act! users access to QuickBooks transaction data without giving them access to QuickBooks. Our product imports the QuickBooks transactions (invoices, estimates, payments, etc.) into a tab in Act! called QB Transactions. The Act! user can quickly see all of the transactions for that customer, and they can even double-click on the transactions to see the line item detail. All without having QuickBooks on their machine. 

All data resides in Act! fields and synchronizes out to Act! remote databases.

We are the only QuickBooks Link solution that imports data into the Act! database. That gives you the ability to use this information in Act! lookups, include it in the Contact List view, Reports, and Dynamic groups. And because we store it in the Act! database, all of this information syncs out to remote Act! databases, so your salespeople that are on the road will have this information at their fingertips.

Qsales v13 End-User Demo - Video

QSales Demo

14-Day Trial Period

Download Link

Qsales for Act! Licensing Decision Worksheet

The following worksheet is meant to assist you with deciding how many additional Qsales licenses you need to purchase for your company. Note that you need to have at least one Qsales license installed on a machine that has both Quickbooks and ACT installed to have this functionality. Also note that if you want to run the automatic nightly transaction sync program on your server, you will need to purchase a QSales license for the server as well. Refer to the worksheet below to see the different features available depending on if you have Qsales Data and Quickbooks installed on your computer. Qsales is licensed per workstation.

Product Price: $120/per activation

Qsales License Chart 2021

Annual Maintenance

  • Your first year of software maintenance is included in your original license price. This gives you Qsales updates throughout your first year as new versions of Act! and QuickBooks are released. After the first year, you will be contacted annually to renew your maintenance (30% of the current list price per license).
    Maintenance renewal is recommended, but not mandatory. If you let your maintenance lapse, your QSales program will still work as is, but you will not be able to apply any updates or receive any phone or email support. Expired users will need to pay the current full list price per QSales license to upgrade and reinstate their maintenance/support at a later time.
  • Support includes assistance with troubleshooting. It does not include installation and configuration, which is available as part of our Orange Care and VIP plans sold separately.

Purchase Notes & System Requirements

 Prices, Currencies, and Terms
  • All Pricing listed is in USD
  • 30% maintenance fee for Maintenance & Support

QSalesData works with the following US, Canada and UK versions of Act! for Windows

  • Act! 2010 Standard, Premium and Corporate Edition
  • Act! 2011 - 2013 Pro and Premium
  • Act! 2014 (v16) Pro and Premium
  • Act! v17 - 22 Pro and Premium
  • Act! v23 Premium
  • Act! v24 Premium

 QSalesData works with the following US VERSIONS of QuickBooks

  • QuickBooks 2007 Basic, Pro, Premier and Enterprise and HIGHER

QSalesData works with the following CANADIAN and UK VERSIONS of QuickBooks

  • QuickBooks 2010 Basic, Pro, Premier and Enterprise and HIGHER

Not Sure Where To Start?

Talk to our personal Act! expert to collaborate in tailoring and implementing the solution you choose so it works for you!

Schedule a Call with Julie ACC2021

Office: 269-445-3001

Email: Julie@SuccessWithCRM.com